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From luxury cars to lunch with celebs — wealth managers are going all out to woo the ultra-rich

Daybreak

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The Evolution of Wealth Management: Merging Services for the Ultra-Wealthy

This chapter delves into how wealth managers are transforming their roles to include concierge services for ultra-wealthy clients. It also discusses strategic partnerships with lifestyle management firms to provide personalized experiences, emphasizing the competitive landscape for retaining high-value clientele.

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